Cassaday & Co Wealth Management’s Kinder Morgan KMI Stock Holding History

Cassaday & Co Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.7K	Sell	928 -96	-9%	-$3.09K	﹤0.01%	713
2026 Q1	$34.3K	Buy	+1,024	New	+$32K	﹤0.01%	686

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cassaday & Co Wealth Management's KMI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Kinder Morgan (KMI) stake by 9.4% in Q2 2026, selling an estimated $3.09K and leaving 928 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Cassaday & Co Wealth Management first reported a position in KMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.3K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Cassaday & Co Wealth Management held 928 shares of Kinder Morgan worth $29.7K as of Q2 2026.
Cassaday & Co Wealth Management sold 96 Kinder Morgan shares in Q2 2026, an estimated $3.09K.
Kinder Morgan made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #713 holding.
Cassaday & Co Wealth Management first reported a position in Kinder Morgan in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's Kinder Morgan position peaked at $34.3K in Q1 2026.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.